HoldingsChannel.com
Wedge Capital Management L L P NC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Universal Health Services Inc. Class B 1,205,409 -229,133 $179,305
     UHS1,205,409-229,133$179,305
Ally Financial Inc 4,876,744 -1,138,315 $161,713
     ALLY4,876,744-1,138,315$161,713
TransDigm Group Incorporated 288,717 -17,294 $150,326
     TDG288,717-17,294$150,326
Zimmer Biomet Holdings Inc. 971,740 -159,265 $133,391
     ZBH971,740-159,265$133,391
Aaron s Inc. 2,013,025 -729 $129,357
     AAN2,013,025-729$129,357
Ashland Global Holdings Inc. 1,588,305 +126,472 $122,379
     ASH1,588,305+126,472$122,379
EPR Properties 1,537,639 -500 $118,183
     EPR1,537,639-500$118,183
Adtalem Global Education Inc. 3,046,275 +228,076 $116,033
     ATGE3,046,275+228,076$116,033
Republic Services Inc. 1,319,951 -90,467 $114,242
     RSG1,319,951-90,467$114,242
FirstEnergy Corp. 2,321,401 -559,998 $111,961
     FE2,321,401-559,998$111,961
Lamar Advertising Company Class A 1,350,460 +2,131 $110,643
     LAMR1,350,460+2,131$110,643
Murphy Oil Corporation 4,923,941 +628,776 $108,868
     MUR4,923,941+628,776$108,868
Dover Corporation 1,090,645 +160,869 $108,585
     DOV1,090,645+160,869$108,585
Assurant Inc. 800,336 -38,130 $100,698
     AIZ800,336-38,130$100,698
Packaging Corporation of America 878,745 -6,681 $93,235
     PKG878,745-6,681$93,235
AvalonBay Communities Inc. 431,709 -19,653 $92,960
     AVB431,709-19,653$92,960
AerCap Holdings NV 1,653,394 -265,902 $90,523
     AER1,653,394-265,902$90,523
Entergy Corporation 769,597 +640,734 $90,320
     ETR769,597+640,734$90,320
Fidelity National Financial Inc. FNF Group 2,030,342 -247,079 $90,167
     FNF2,030,342-247,079$90,167
Dana Incorporated 6,102,139 +519,137 $88,115
     DAN6,102,139+519,137$88,115
Signature Bank 735,323 +13,758 $87,665
     SBNY735,323+13,758$87,665
Marvell Technology Group Ltd. 3,436,707 -20,629 $85,815
     MRVL3,436,707-20,629$85,815
Altice USA Inc. Class A 2,847,147 -172,185 $81,656
     ATUS2,847,147-172,185$81,656
Wyndham Destinations Inc. 1,657,381 +106,801 $76,273
     WYND1,657,381+106,801$76,273
Evergy Inc. 1,125,751 +18,680 $74,930
     EVRG1,125,751+18,680$74,930
Qurate Retail Inc. Class A 6,162,762 +1,306,684 $63,569
     QRTEA6,162,762+1,306,684$63,569
Marriott Vacations Worldwide Corporation 606,115 +64,519 $62,800
     VAC606,115+64,519$62,800
Equitrans Midstream Corp. 4,250,619 +87,639 $61,847
     ETRN4,250,619+87,639$61,847
Pinnacle Financial Partners Inc. 1,083,902 -7,256 $61,511
     PNFP1,083,902-7,256$61,511
UGI Corporation 1,198,873 -314,817 $60,267
     UGI1,198,873-314,817$60,267
Alaska Air Group Inc. 925,489 -861 $60,073
     ALK925,489-861$60,073
Eastman Chemical Company 793,799 +8,017 $58,606
     EMN793,799+8,017$58,606
MGM Growth Properties LLC Class A 1,932,452 +4,675 $58,070
     MGP1,932,452+4,675$58,070
MFA Financial Inc. 7,764,413 +348,656 $57,146
     MFA7,764,413+348,656$57,146
Alliance Data Systems Corporation 416,177 -2,486 $53,325
     ADS416,177-2,486$53,325
Portland General Electric Company 922,460 +85,483 $51,999
     POR922,460+85,483$51,999
Fifth Third Bancorp 1,838,071 -4,855 $50,326
     FITB1,838,071-4,855$50,326
ANSYS Inc. 223,730 -7,426 $49,525
     ANSS223,730-7,426$49,525
Teradyne Inc. 851,487 -72,430 $49,310
     TER851,487-72,430$49,310
EQT Corporation 4,628,432 +55,534 $49,247
     EQT4,628,432+55,534$49,247
CDW Corp. 399,290 -39,781 $49,208
     CDW399,290-39,781$49,208
Microsoft Corporation 345,135 -4,958 $47,984
     MSFT345,135-4,958$47,984
Texas Instruments Incorporated 370,199 +368,041 $47,845
     TXN370,199+368,041$47,845
Lockheed Martin Corporation 120,147 -11,805 $46,865
     LMT120,147-11,805$46,865
Northrop Grumman Corporation 124,204 +124,204 $46,550
     NOC124,204+124,204$46,550
Oracle Corporation 841,659 +168 $46,316
     ORCL841,659+168$46,316
Paychex Inc. 555,887 +22,583 $46,011
     PAYX555,887+22,583$46,011
Accenture Plc Class A 236,660 +3,376 $45,522
     ACN236,660+3,376$45,522
Dollar General Corporation 282,822 +228,715 $44,952
     DG282,822+228,715$44,952
Global Payments Inc. 282,456 -4,842 $44,911
     GPN282,456-4,842$44,911

See Full List: All Stocks Held By Wedge Capital Management L L P NC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wedge Capital Management L L P NC

Size ($ in 1000's)
At 09/30/2019: $8,603,993
At 06/30/2019: $8,740,018

Wedge Capital Management L L P NC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedge Capital Management L L P NC 13F filings. Link to 13F filings: SEC filings

Wedge Capital Management L L P NC Top Holdings 13F Filings | www.HoldingsChannel.com

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